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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,326,630 | $201,259+559.2% | $184,200+620.2% | $145,959+808.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.04% | 28.98%-7.9pp | 28.80%-7.8pp | 561.95%-540.9pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,792 | $9,806+10.0% | $9,132+18.2% | $6,689+61.3% |
| Admin fee / account holder | $878 | $16,372-94.6% | $13,907-93.7% | $13,398-93.5% |